Creating Discount Rules
Step-by-step guide to creating new discount rules in Whizmanage system
Creating a New Discount Rule
Creating a new discount rule in the Whizmanage system is a simple and intuitive process. In this guide, we'll go through all the steps required to create a professional and functional discount rule.
Quick Start
Opening the New Rule Screen
- Navigate to the Discounts tab in the side menu
- Click the Add rule button in the top right corner
- Select Create new rule from the dropdown menu
Tip:
Alternatively, you can click Duplicate next to an existing rule to copy it and edit the details.
Form Structure
The form is divided into three main sections:
Left side:
- Rule details
- Schedule
Right side:
- Filters (product filtering)
- Conditions (cart conditions)
Step 1: Basic Rule Details
Setting the Rule Name
Rule name - A descriptive name to help you identify the rule:
✅ Good names:
- "Summer Sale 2024 - 20% Sitewide"
- "BOGO on Shirts - July"
- "Free Shipping Over $200"
❌ Not recommended:
- "Discount 1"
- "test"
- "New rule"
Tip:
Use names that describe the promotion, dates, and conditions. This will help you find and manage rules easily.
Selecting Discount Type
Discount type - Choose the appropriate discount type for your promotion:
| Type | When to Use |
|---|---|
| Product adjustment | Uniform discount on specific products |
| Cart adjustment | Discount on entire cart |
| Bulk discount | Tiered discounts by quantity |
| BOGO | Buy X Get Y same product |
| BXGY | Buy product X Get product Y |
| Shipping discount | Discount on shipping cost |
| Spend bundle | Bundle deals |
Configuring the Discount
Click the settings button (⚙️) next to the discount type:
For Product/Cart Adjustment:
- Discount method: Percentage (%) or fixed amount ($)
- Discount value: The amount or percentage
- Maximum discount: (Optional) Limit maximum discount amount
- Create coupon: Whether to create an automatic coupon displayed in cart
Important:
Each discount type displays different settings. For example, BOGO shows X and Y quantity fields, and Bulk Discount shows a tier table.
Status and Priority
Status - Rule state:
- Active - Rule is active and running
- Draft - Rule is not active
Priority - Number determining execution order:
- Lower value = Higher priority
- Default: 0
- Useful when multiple rules can apply to the same product
Example:
If there's a rule with Priority=0 (20% discount) and a rule with Priority=10 (10% discount), the Priority=0 rule will execute first.
Step 2: Rule Scheduling
Setting Active Dates
Schedule (optional) - Determine when the rule will be active:
Start date - Start date and time:
- Leave empty = active immediately
- Set future date for scheduled promotions
End date - End date and time:
- Leave empty = no time limit
- Set end date for temporary promotions
Tip:
It's recommended to set end dates for special promotions to prevent them from staying active by mistake.
Step 3: Setting Filters (Product Filtering)
Filters determine which products the rule applies to.
Adding First Filter
- On the right side, in the Filters section, click Add filter
- Select the filter type:
- Categories - Product categories
- Tags - Product tags
- Attributes - Attributes (color, size, etc.)
- Products - Specific products
- On Sale - Products on sale
Setting Mode and Values
Mode - Filtering method:
- Include - Include only selected values
- Exclude - Exclude selected values
Values - Select values:
- Start typing to search
- Select one or more values
- Can select multiple categories/tags/products
Example:
Scenario: Discount only on electronics
- Field: Categories
- Mode: Include
- Values: Electronics, Computers
Combining Multiple Filters
You can add multiple filters that work together:
Complex example:
- Categories → Include → "Clothing"
- Tags → Exclude → "Sale"
- Attributes → Include → Color: "Red"
Meaning: Rule applies only to red clothing not on sale.
Step 4: Setting Conditions (Cart Conditions)
Conditions determine when the rule activates based on cart contents.
Choosing Conditions Logic
Select the logic:
Match ALL - Customer must meet all conditions
- Useful for complex promotions with multiple requirements
Match ANY - Customer needs to meet at least one condition
- Useful for promotions with multiple benefit options
Adding a Condition
- Click Add Condition
- Select Condition Type:
- Subtotal (cart) - Total cart amount
- Category subtotal - Amount from specific category
- Products subtotal - Amount from specific products
- Line Item Count - Number of different items
Setting Comparison Operator
Compare - Choose the comparison method:
| Symbol | Meaning | Example |
|---|---|---|
| ↑= | Greater or equal | ≥ 200 |
| ↓= | Less or equal | ≤ 500 |
| ↑ | Greater than | > 100 |
| ↓ | Less than | < 1000 |
| = | Equal to | = 50 |
| =X | Not equal to | ≠ 0 |
Selecting Values (if required)
For Category subtotal or Products subtotal:
- Select relevant categories or products
- Can select multiple categories/products
Amount - The amount or quantity:
- For Subtotal: Amount in currency
- For Item Count: Number of items
Practical Example:
Promotion: Free shipping over $200 for shoe purchases
Condition:
- Type: Category subtotal
- Compare: ↑= (greater or equal)
- Values: Shoes
- Amount: 200
Step 5: Adding Customer Message (Optional)
Setting Message
Message - Text displayed to customer in cart:
- Explain the discount
- Encourage purchase completion
- Promotion details
Examples:
- "You got 20% off all products! 🎉"
- "Free shipping thanks to your purchase over $200"
- "Special offer: Buy 2 Get 1 Free"
Step 6: Saving and Testing
Saving the Rule
- Click Save in the bottom left corner
- System will validate and check required fields
- If everything is correct, rule will be saved and appear in table
Common Errors:
- "Rule name is required" - Must enter rule name
- "Please select values" - Must select values in Filters/Conditions that require selection
- "End date must be after start date" - End date must be after start date
Testing the Rule
After saving the rule, it's recommended to test:
✅ Basic test:
- Add relevant product to cart
- Verify discount appears
- Check customer message
✅ Testing conditions:
- Add products until reaching minimum amount
- Verify discount activates only when conditions are met
- Test different scenarios (below/above threshold)
✅ Testing filters:
- Add products included in Filters
- Add products not included
- Verify discount applies only to correct products
Complete Examples
Example 1: Simple Category Discount
Goal: 15% discount on all electronics
Settings:
- Name: "Electronics 15% Discount"
- Type: Product adjustment
- Settings: 15% discount
- Status: Active
- Priority: 0
Filters:
- Categories → Include → "Electronics"
Conditions: (none)
Example 2: Free Shipping Over Amount
Goal: Free shipping over $300
Settings:
- Name: "Free Shipping Over $300"
- Type: Shipping discount
- Settings: 100% discount on shipping
- Status: Active
Filters: (none)
Conditions:
- Type: Subtotal (cart)
- Compare: ≥
- Amount: 300
Example 3: BOGO on Shirts
Goal: Buy 2 shirts get 1 free
Settings:
- Name: "BOGO Shirts"
- Type: BOGO
- Settings: Buy 2, Get 1 free (100%)
- Status: Active
Filters:
- Categories → Include → "Shirts"
Conditions: (none)
Recommended Tips
Efficient Work:
- Start simple - Create a simple rule and test it before adding complex conditions
- Use descriptive names - This will help you find and manage rules
- Set end dates - Prevent promotions from staying active by mistake
- Test in staging - Before activating in live store
- Document - Note what each rule should do